Chris Mayer
Online Brokers, NYC REITs, Music Industry & More
Some short notes below – on the online brokers and zero commissions, on the music industry’s mid-year report, on the value in New York...
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Chris Mayer
- Sep 25, 2019
- 5 min
What's a "good" track record? + SATS Spinoff
Would you be interested in a fund that underperformed its benchmark in five years out of six? Would you consider this a “good” track...
1,756 views
Chris Mayer
- Sep 9, 2019
- 6 min
Superforecasters, or…?
Phil Tetlock spoke at Greenwood Investors investor day in New York last week. Tetlock, as you probably know, wrote a bestseller titled...
1,949 views
Chris Mayer
- Sep 4, 2019
- 5 min
The Horse Story
We simply call it, “the horse story.” A friend of mine and I, who I meet regularly for lunch, invoke it often. At a recent lunch, we...
3,981 views
Chris Mayer
- Aug 22, 2019
- 6 min
Two Stocks Near 52-Week Lows
Earnings season is over. And Woodlock’s portfolio companies made it through all right. I had no palm-sweating, thesis-killing moments...
3,883 views
Chris Mayer
- Aug 9, 2019
- 5 min
Hot Water, Banks, Sapolsky
The macro stuff seems deafening right now. Trade wars, interest rates, currency shifts, etc., dominate the headlines and seem to drive...
1,978 views
Chris Mayer
- Jul 29, 2019
- 5 min
Vivendi Notes, Bagehot
Below are notes on Vivendi (Disclosure: Woodlock House owns shares of Vivendi at an average price of ~ €22). Further on down, a look at...
1,604 views
Chris Mayer
- Jul 17, 2019
- 8 min
International “Outsider” CEOs
Today, I’ll share the list of potential international “outsiders” readers submitted. We’ll also take a look at IBKR’s earnings report....
4,488 views
Chris Mayer
- Jul 10, 2019
- 4 min
Wetherspoon: buybacks, free cash flow machine, owner-operator
I think the first time I heard the name Tim Martin, chairman and founder at JD Wetherspoon, was at MOI Global’s Latticework conference in...
3,083 views
Chris Mayer
- Jul 3, 2019
- 5 min
Downside Protection
Below are notes from a new book, along with thoughts on Howard Hughes Corp’s big move and the “rabbit” finally revealed at Interactive...
2,382 views
Chris Mayer
- Jun 22, 2019
- 5 min
Cheap with a Catalyst
The S&P500 hit a new all-time high last week. Yet, as always, there are still quality assets on sale. Below, we take a look at one...
3,294 views
Chris Mayer
- Jun 13, 2019
- 7 min
The “Structure” of a 33-Bagger (and Counting)
With news of big mergers – UTX-Raytheon, the failed (thus far) Fiat Chrysler-Renault merger – it may pay to think about the challenges of...
2,731 views
Chris Mayer
- Jun 6, 2019
- 7 min
Best investing books you’ve never heard of
John Neff died this week. He was the manager of the Windsor Fund for more than 30 years. During that time, he delivered an average annual...
3,919 views
Chris Mayer
- May 30, 2019
- 6 min
Don’t Do These 5 Things
Okay, so May has been kinda rough for us long-only investors… What to do? Well, let’s invert the question, as Charlie Munger would say....
1,695 views
Chris Mayer
- May 22, 2019
- 5 min
Another Conglomerate Breakup?
One of the interesting side-benefits of owning holding companies is that you wind up following the holding companies’ own investments....
1,885 views
Chris Mayer
- May 13, 2019
- 7 min
Earnings Updates + The Best New Book I’ve Read This Year
Below, I’ll touch on a couple of earnings reports from ideas I’ve written about here on the blog. And, with all the volatility of late, I...
2,258 views
Chris Mayer
- May 6, 2019
- 4 min
Notes from Omaha
Below are some notes from Omaha – a few thoughts on the Berkshire meeting, a look at a new fund dedicated to the “pets economy” and what...
2,600 views
Chris Mayer
- Apr 26, 2019
- 6 min
The Anatomy of a 100-Bagger
“The Anatomy of a 100-Bagger” was the title of a talk by Warren Kanders, moderated by Dan Roller of Maran Capital Management, at the...
3,778 views
Chris Mayer
- Apr 19, 2019
- 6 min
IBKR Annual Meeting Notes
I was at Interactive Brokers' (IBKR) annual meeting in New York on Thursday. I enjoyed seeing Thomas Peterffy (the founder and now...
2,586 views
Chris Mayer
- Apr 13, 2019
- 7 min
Notes from Toronto
I’m back from the Fairfax Financial annual meeting in Toronto. I headed up two days earlier to attend conferences and other stuff around...
4,568 views